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High Value Client Portfolio Manager

3 weeks ago

Brisbane, Queensland, Australia beBeeSpecialist Full time $100,000 - $130,000

We are seeking a seasoned SMSF Specialist to manage a portfolio of high-value clients across Self-Managed Super Funds (SMSFs), Trusts, Companies, and Property Investments.

About the Role
  • Review complex work, mentor junior staff, and provide strategic advice to help clients grow and protect their wealth.

The ideal candidate will thrive in a client-facing, advisory-focused role with:

  • Strong expertise in SMSFs and property investment experience.
  • Skilled in Trusts and advanced tax strategies.
  • CA or CPA qualification with at least 3 years' public practice experience.
  • Leadership and mentoring ability.

This is not just another accounting role. We offer genuine growth pathways and deliver high-level strategies.

What You Will Do